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1、食品飲料行業(yè)2018年投資策略目錄板塊回顧：白酒烈火烹油，食品景氣漸夯...........................................................................1白酒行業(yè)：烈火烹油，鮮花著錦..........................................................................................1調(diào)味品：提價促業(yè)績，醬醋及榨菜龍頭受益............................................
2、............................3乳制品：低階消費需求回暖，龍頭市占率穩(wěn)步提升.............................................................4主線一：白酒——高端享受風(fēng)口勤修內(nèi)功，中檔消費升級持續(xù)發(fā)力...................................6白酒分類：高端和次高端周期性&中檔酒穿越周期消費屬性................................................6復(fù)盤上一輪白酒牛市：繁華再上路，這次不一樣.....
3、...........................................................8高端&次高端——享受風(fēng)口，勤修內(nèi)功，從虛胖到Strong................................................12中檔——消費升級，持續(xù)發(fā)力...........................................................................................15主線二：必選崛起解析——低線城市消費之春...............
4、...................................................17數(shù)據(jù)回顧：低線城市消費品銷售全面回暖，龍頭銷售領(lǐng)跑全行業(yè).....................................17原因解析：經(jīng)濟(jì)周期+供給周期+龍頭效應(yīng).........................................................................18前瞻分析：三四線滲透率差距較大的儲備品種.............................................
5、.....................27主線三：新人群，新品牌，新渠道....................................................................................29所謂三新............................................................................................................................29成癮性/享受型消費抬升天花板：休閑鹵制品的量價極致
6、...................................................31拯救家里蹲：方便火鍋和復(fù)合調(diào)味品起勢.........................................................................32怕死星人福利：保健品&烘焙景氣夯..................................................................................36新零售+品牌IP化：渠道革新+情感化營銷體驗...........
7、.....................................................40風(fēng)險因素............................................................................................................................41投資策略：.........................................................................................
8、...............................42行情回顧..........
